Rogers Investment Advisors, LLC (RIA) offers investment management, pension plan consulting, financial planning, bill payment, and tax preparation services. RIA manages investments, monitors asset allocation, and actively manages securities portfolios. Financial planning includes advice on capital needs, tax, and estate planning. RIA also provides tax preparation and administrative/bookkeeping services. RIA may recommend independent managers, creating a conflict of interest that RIA addresses by selecting managers believed to be better suited for specific client needs.
Fee Structure
Rogers Investment Advisors (RIA) manages investments for a fee based on a percentage of your portfolio. This fee typically ranges from 0.480% to 2.20% per year. The exact percentage is negotiable and depends on the services you need. There is also an annual minimum fee. You'll pay this fee in quarterly installments, based on the value of your portfolio at the beginning or end of each quarter.